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A tartalmat a Dave Denniston biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dave Denniston vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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S7, Episode 17 - The Front-Door and Back-Door Roth

23:26
 
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Manage episode 334457703 series 2360913
A tartalmat a Dave Denniston biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dave Denniston vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today.

In this episode, Dave talks about…

  • The front door and backdoor Roth IRA
  • What is the limit to contributing outright to a Roth IRA?
  • Learn more about super backdoor Roth IRA
  • Why is super backdoor Roth IRA isn't available everywhere?

Resources Mentioned:

Contact:

What's My Number? - (612) 284-2409

Email:

dave@doctorfreedompodcast.com

Website:

Whitecoat Investor: How to report a back-door Roth IRA on Turbotax

The Finance Buff: How to Report a Backdoor Roth IRA on Turbotax

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 epizódok

Artwork
iconMegosztás
 
Manage episode 334457703 series 2360913
A tartalmat a Dave Denniston biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Dave Denniston vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today.

In this episode, Dave talks about…

  • The front door and backdoor Roth IRA
  • What is the limit to contributing outright to a Roth IRA?
  • Learn more about super backdoor Roth IRA
  • Why is super backdoor Roth IRA isn't available everywhere?

Resources Mentioned:

Contact:

What's My Number? - (612) 284-2409

Email:

dave@doctorfreedompodcast.com

Website:

Whitecoat Investor: How to report a back-door Roth IRA on Turbotax

The Finance Buff: How to Report a Backdoor Roth IRA on Turbotax

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 epizódok

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